Leads On-demand
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8About OptifiNow
OptifiNow is a modular Sales Automation platform that streamlines the day to day activities of sales professionals. By offering the system on a modular basis, clients can adapt the solution to meet their specific needs. The system is a fit for mid-size and enterprise sales organizations.
The OptifiNow platform includes solutions for lead management, sales process automation, web content management, marketing collateral management, social publishing, social collaboration and business intelligence. All of these can be used independently or as a solution suite, and are available both in a standalone or Salesforce.com environment.
The system allows members of the sales team to keep in touch with prospects via email, direct ma...
5 Reviews of OptifiNow
Average User Ratings
Overall
4.8 / 5 stars
Ease-of-use
5.0
Customer support
4.5
Functionality
5.0
Likelihood to Recommend
Not likely
Very likely
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November 2017
Alonzo DeWayne
Verified Reviewer
Time Used: Free Trial
Review Source: GetApp
November 2017
May 2016
michael from Luminance Recovery Centers
Industry: Medical Practice
Time Used: Less than 12 months
Ease-of-use
4.5
Customer support
4.5
Functionality
4.5
May 2016
Addiction Recovery Call Center
Pros
OptifiNow built out the exact platform we needed for our addiction/recovery business. Before we had this software, we were paper based and lost business because of this.
Cons
I wish they have active customer support phone number. They have a dedicated rep you can email, but I guess this is the way most SAAS companies are going.
May 2015
Michael from Sooth
Industry: Management Consulting
Time Used: More than 2 years
Ease-of-use
4.5
Customer support
4.5
Functionality
4.5
May 2015
Implemented this Lead Management solution at several client locations
Pros
What I like most about this solution is that the sales people love to use this product because it drives more sales for them. Client after client that I implement this in becomes a raving fan of the system - in part because it is so flexible. The software team that deploys the solution not only customizes it to your workflow but gives you their years of experience with respect to best practices across industries.
Cons
Honestly, in each of our implementations we have had nothing but a great experience.
May 2015
John from Incap
Industry: Computer Software
Time Used: Free Trial
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
May 2015
Great Lead Management platform with one stop marketing compliance
Pros
The modules are unlike like most CRMs where your configuration takes a long time. It's the easiest plugin for SFDC.
Cons
Minor overlap in automation tools we use with SFDC.
June 2015
Adria from Datamyx
Industry: Banking
Time Used: Free Trial
Ease-of-use
5.0
Functionality
5.0
June 2015
We have mutual clients. My clients are very happy with the CRM.
Pros
Easy to work with and smooth integration. Our clients are very happy with them.
Cons
Nothing bad to report. They are great to work with.